Charles Schwab
INDB icon

Charles Schwab’s Independent Bank INDB Stock Holding History

Charles Schwab’s Portfolio INDB Stock Details INDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$49.6M Sell
592,448
-7,723
-1% -$613K 0.01% 1249
2026
Q1 		$45.1M Buy
600,171
+5,913
+1% +$463K 0.01% 1235
2025
Q4 		$43.4M Buy
594,258
+3,894
+0.7% +$277K 0.01% 1246
2025
Q3 		$40.8M Buy
590,364
+55,638
+10% +$3.78M 0.01% 1291
2025
Q2 		$33.6M Sell
534,726
-14,821
-3% -$901K 0.01% 1350
2025
Q1 		$34.4M Buy
549,547
+4,599
+0.8% +$302K 0.01% 1313
2024
Q4 		$35M Buy
544,948
+21,289
+4% +$1.42M 0.01% 1371
2024
Q3 		$31M Buy
523,659
+22,919
+5% +$1.35M 0.01% 1443
2024
Q2 		$25.4M Buy
500,740
+11,793
+2% +$590K ﹤0.01% 1514
2024
Q1 		$25.4M Buy
488,947
+23,727
+5% +$1.31M 0.01% 1471
2023
Q4 		$30.6M Buy
465,220
+25,460
+6% +$1.4M 0.01% 1323
2023
Q3 		$21.6M Buy
439,760
+24,561
+6% +$1.31M 0.01% 1462
2023
Q2 		$18.5M Buy
415,199
+8,661
+2% +$449K 0.01% 1556
2023
Q1 		$26.7M Buy
406,538
+1,075
+0.3% +$82.2K 0.01% 1254
2022
Q4 		$34.2M Buy
405,463
+8,954
+2% +$759K 0.01% 1059
2022
Q3 		$29.6M Buy
396,509
+4,426
+1% +$358K 0.01% 1113
2022
Q2 		$31.1M Sell
392,083
-1,120
-0.3% -$89K 0.01% 1076
2022
Q1 		$32.1M Buy
393,203
+12,096
+3% +$1.02M 0.01% 1177
2021
Q4 		$31.1M Buy
381,107
+107,676
+39% +$8.94M 0.01% 1237
2021
Q3 		$20.8M Buy
273,431
+7,928
+3% +$581K 0.01% 1549
2021
Q2 		$20M Buy
265,503
+8,670
+3% +$697K 0.01% 1584
2021
Q1 		$21.6M Buy
256,833
+7,779
+3% +$650K 0.01% 1468
2020
Q4 		$18.2M Buy
249,054
+3,479
+1% +$226K 0.01% 1475
2020
Q3 		$12.9M Sell
245,575
-4,302
-2% -$267K 0.01% 1512
2020
Q2 		$16.8M Sell
249,877
-1,470
-0.6% -$98.8K 0.01% 1306
2020
Q1 		$16.2M Buy
251,347
+11,281
+5% +$806K 0.01% 1150
2019
Q4 		$20M Buy
240,066
+12,180
+5% +$996K 0.01% 1213
2019
Q3 		$17M Buy
227,886
+15,269
+7% +$1.11M 0.01% 1252
2019
Q2 		$16.2M Buy
212,617
+24,536
+13% +$1.91M 0.01% 1279
2019
Q1 		$15.2M Buy
188,081
+35,184
+23% +$2.79M 0.01% 1291
2018
Q4 		$10.8M Buy
152,897
+1,099
+0.7% +$85.2K 0.01% 1413
2018
Q3 		$12.5M Buy
151,798
+4,128
+3% +$360K 0.01% 1482
2018
Q2 		$11.6M Buy
147,670
+11,799
+9% +$901K 0.01% 1492
2018
Q1 		$9.72M Buy
135,871
+5,336
+4% +$384K 0.01% 1516
2017
Q4 		$9.12M Buy
130,535
+9,443
+8% +$676K 0.01% 1534
2017
Q3 		$9.04M Buy
121,092
+2,907
+2% +$202K 0.01% 1505
2017
Q2 		$7.88M Buy
118,185
+1,215
+1% +$77.4K 0.01% 1516
2017
Q1 		$7.6M Buy
116,970
+10,303
+10% +$665K 0.01% 1501
2016
Q4 		$7.51M Buy
106,667
+134
+0.1% +$8.22K 0.01% 1459
2016
Q3 		$5.76M Buy
106,533
+8,660
+9% +$441K 0.01% 1547
2016
Q2 		$4.47M Buy
97,873
+11,918
+14% +$556K 0.01% 1633
2016
Q1 		$3.95M Buy
85,955
+1,715
+2% +$76.5K 0.01% 1659
2015
Q4 		$3.92M Buy
84,240
+2,259
+3% +$109K 0.01% 1682
2015
Q3 		$3.78M Buy
81,981
+5,018
+7% +$234K 0.01% 1655
2015
Q2 		$3.61M Buy
76,963
+5,934
+8% +$264K 0.01% 1761
2015
Q1 		$3.12M Buy
71,029
+3,278
+5% +$135K ﹤0.01% 1811
2014
Q4 		$2.9M Buy
67,751
+2,194
+3% +$86.8K ﹤0.01% 1798
2014
Q3 		$2.34M Buy
65,557
+1,412
+2% +$52.1K ﹤0.01% 1872
2014
Q2 		$2.46M Sell
64,145
-244
-0.4% -$9.14K ﹤0.01% 1875
2014
Q1 		$2.54M Buy
64,389
+1,658
+3% +$62.1K ﹤0.01% 1820
2013
Q4 		$2.46M Buy
62,731
+7,934
+14% +$291K ﹤0.01% 1780
2013
Q3 		$1.98M Buy
54,797
+1,618
+3% +$59K ﹤0.01% 1851
2013
Q2 		$1.85M Buy
+53,179
New +$1.71M ﹤0.01% 1810

Other funds holding INDB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

Charles Schwab's INDB Position: Q2 2026 in Review

Charles Schwab reduced its Independent Bank (INDB) stake by 1.3% in Q2 2026, selling an estimated $613K and leaving 592,448 shares worth $49.6M. The position accounts for 0.01% of the portfolio, ranked #1249.

Charles Schwab first reported a position in INDB in Q2 2013 and has held it in 53 quarters since. 352 funds tracked by Wall St. Rank hold INDB as of Q2 2026.

  • Charles Schwab held 592,448 shares of Independent Bank worth $49.6M as of Q2 2026.
  • Charles Schwab sold 7,723 Independent Bank shares in Q2 2026, an estimated $613K.
  • Independent Bank made up 0.01% of Charles Schwab's portfolio in Q2 2026, its #1249 holding.
  • Charles Schwab first reported a position in Independent Bank in Q2 2013 and has held it in 53 quarters since.
  • 352 funds tracked by Wall St. Rank held Independent Bank as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.